Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Reilly Financial Advisors 9 years Nov 2010 - Present
Kw Commercial 5 months Jun 2010 - Nov 2010
Bainbridge 1 year, 7 months Nov 2008 - Jun 2010
Are You
Nathaniel Stephen Nieri?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Nathaniel Nieri

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 10, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Reilly Financial Advisors

Last updated on March 28, 2019
    • $1.3B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 800
      number of clients
    • $1.7M
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
Other Advisors in Your Area
  • Peter Joseph Dellagrotte
    Wealth Management Advisers, LLC
    Westport, CT
    View Profile
  • Carl August Friedrich
    Woodbury, NY
    View Profile
  • Charles Joseph Massimo
    Cjm Fiscal Management, Inc.
    Deer Park, NY
    View Profile
  • Patricia Rosaleen Vitale
    Total Financial Advisors, LLC
    Bethpage, NY
    View Profile
  • Theodore Robert Fisher
    J.P. Morgan Securities LLC
    Los Angeles, CA
    View Profile
  • Darrin Michael Bradley
    Securian Financial Services, Inc.
    Neptune, NJ
    View Profile